See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,860 | $109,881-19.1% | $150,045-40.8% | $84,808+4.8% |
| Participation rate | 69.2% | 76.1%-6.9pp | 82.3%-13.1pp | 68.3%+0.9pp |
| Annual return | 18.91% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,981 | $3,561-16.3% | $4,693-36.5% | $2,631+13.3% |
| Participant deferral / active EE | $5,238 | $6,636-21.1% | $7,997-34.5% | $4,212+24.4% |
| Admin fee / account holder | $287 | $8,568-96.6% | $13,435-97.9% | $7,344-96.1% |